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Avatar PM 2022 Update 31

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Avatar PM 2021 Update 113

Product Update Form Description

The 'Incident-To Practitioner Daily Log' form is updated to account for more than three locations with the 'Is this a Telehealth Location' dictionary value set. The 'Edit Daily Log Entry' tab is enhanced to support the telehealth logic that allows overlapping entries.

Included Updates

None

Required Updates

None

Details
NEW1 CHANGED0 FIXED1
New (1)
Incident-To Practitioner Daily Log - Edit Daily Log Entry section
The 'Edit Daily Log Entry' option in the 'Incident to Practitioner Daily Log' form allows user to edit multiple locations for the same time range if one is telehealth. KB0069739 v0.01
The 'Incident-To Practitioner Daily Log' is enhanced to give the ability to edit multiple locations with the valid overlapping time range based on the Telehealth Extended Dictionary. Edits are permitted if it meets the telehealth criteria.
Value Added: The 'Incident-To Practitioner daily Log' form is updated to allow user to add and edit multiple location entries with the valid overlapping time range.
Topics
• Incident-To-Practitioner Daily Log • NX
 
Fixed (1)
Incident-To Practitioner Daily Log - Validating overlapping entry for the practitioner
Resolves an issue to ensure that the 'Incident-To Practitioner Daily Log' form is updated to allow overlapping time entries for any given Practitioner on any given date when only one of the location in question has the 'Is this a Telehealth location' extended dictionary set to "No" and the other locations has the 'Is this a Telehealth location' extended dictionary set to "Yes". KB0069322 v0.01
Topics
• Incident-To-Practitioner Daily Log • NX
 
Acceptance Tests
AV-78056 Summary | Details
Incident-To Practitioner Daily Log - Validating overlapping entry for the practitioner
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Dictionary Update (PM)
  • Incident-To Practitioner Daily Log
  • Practitioner Enrollment
  • Registry Settings (PM)
  • Crystal Report Viewer
Scenario 1: Incident-To Practitioner Daily Log - Validating overlapping entry for practitioner when a location = "Yes" in 'Is this a Telehealth Location' extended dictionary.
Specific Setup:
  • Registry Setting:
  • The 'Enable Incident-To Practitioner' registry setting is set to 'YC'.
  • Dictionary Update:
  • Identify at least three locations set up for the location dictionary. Note the dictionary code/value.
  • File=Client
  • Data Element= Location
  • Extended Dictionary Data Element for 'Is this a Telehealth Location' = Yes for one of the location identified. Note the location.
  • Extended Dictionary Data Element for 'Is this a Telehealth Location' = No for the second location identified. Note the location.
  • Practitioner Enrollment:
  • A practitioner is created, or an existing practitioner is updated. Note the practitioner id and practitioner name.
  • The 'Incident-To Practitioner' field is set to "Yes" for the practitioner identified above.
Steps
  1. Open the 'Incident-To Practitioner Daily Log' form.
  2. Select the 'Add Daily Log Entry' tab.
  3. Select the practitioner identified in the setup section. Note the practitioner.
  4. Select the desired date to 'Date' field. Note the date.
  5. Select 'Start Time'. Note the time.
  6. Select the 'End time'. Note the time.
  7. Select desired 'Location' which is set to "Yes" to the 'Is this a Telehealth Location'. Note the location.
  8. Click [File Entry].
  9. Validate the 'Confirm' dialogue contains 'Filed Successfully' message.
  10. Click [OK].
  11. Verify the 'Practitioner' field is set to the practitioner selected above.
  12. Verify the 'Date' set to the date entered above.
  13. Select 'Start Time'. Note the time. Make sure the times overlap with the first entry.
  14. Select the 'End time'. Note the time. Make sure the times overlap with the first entry.
  15. Select desired 'Location' which is set to "No" to the 'Is this a Telehealth Location'. Note the location.
  16. Click [File Entry].
  17. Validate the 'Confirm' dialogue contains 'Filed Successfully' message.
  18. Click [OK].
Scenario 2: Incident-To Practitioner Daily Log - Validating overlapping entry a practitioner/date when all the locations are set to "No" in 'Is this a Telehealth Location' dictionary
Specific Setup:
  • Registry Setting:
  • The 'Enable Incident-To Practitioner' registry setting is set to 'YC'.
  • Dictionary Update:
  • Identify three locations set up for the location dictionary. Note the dictionary code/value.
  • File=Client
  • Data Element= Location
  • Extended Dictionary Data Element for 'Is this a Telehealth Location' = 'No' for all three locations. Note the locations.
  • Practitioner Enrollment:
  • Create 2-3 practitioners or edit existing practitioners. Note the practitioner's id(s) and names.
  • The 'Incident-To Practitioner' field is set to "Yes" for the practitioner identified above.
Steps
  1. Open the 'Incident-To Practitioner Daily Log' form.
  2. Select the 'Add Daily Log Entry' tab.
  3. Select the first practitioner identified in the setup section. Note the practitioner.
  4. Select the desired date to 'Date' field. Note the date.
  5. Select 'Start Time'. Note the time.
  6. Select the 'End time'. Note the time.
  7. Select desired 'Location' which is set to "No" to the 'Is this a Telehealth Location'. Note the location.
  8. Click [File Entry].
  9. Validate the 'Confirm' dialogue contains 'Filed Successfully' message.
  10. Click [OK].
  11. Verify the 'Practitioner' field is set to the same practitioner selected above.
  12. Verify the 'Date' set to the date entered above.
  13. Select 'Start Time'. Note the time. Make sure the times overlap with the first entry.
  14. Select the 'End time'. Note the time. Make sure the times overlap with the first entry.
  15. Select second 'Location' which is set to "No" to the 'Is this a Telehealth Location'. Note the location.
  16. Click [File Entry].
  17. Validate 'The entry overlaps with an existing entry for the same practitioner and date [Start Time - End Time for the first entry].' message.
  18. Click [OK].
  19. Verify the 'Practitioner' field is set to the same practitioner selected above.
  20. Verify the 'Date' set to the date entered above.
  21. Select 'Start Time'. Note the time. Make sure the times overlap with the first entry.
  22. Select the 'End time'. Note the time. Make sure the times overlap with the first entry.
  23. Select third 'Location' which is set to "No" to the 'Is this a Telehealth Location'. Note the location.
  24. Click [File Entry].
  25. Validate 'The entry overlaps with an existing entry for the same practitioner and date [Start Time - End Time for the first entry].' message.
  26. Click [OK].
  27. Set the 'Practitioner' field to the second incident to practitioner identified in setup section.
  28. Verify the 'Date' set to the date entered above.
  29. Select 'Start Time'. Note the time. Make sure the times overlap with the first entry.
  30. Select the 'End time'. Note the time. Make sure the times overlap with the first entry.
  31. Select third 'Location' which is set to "No" to the 'Is this a Telehealth Location'. Note the location.
  32. Click [File Entry].
  33. Validate 'Filed Successfully' message.
  34. Click [OK].
  35. Set the 'Practitioner' field to the second incident to practitioner identified in setup section.
  36. Verify the 'Date' set to the date entered above.
  37. Select 'Start Time'. Note the time. Make sure the time does not overlap with the first entry.
  38. Select the 'End time'. Note the time. Make sure the time does not overlap with the first entry.
  39. Select third 'Location' which is set to "No" to the 'Is this a Telehealth Location'. Note the location.
  40. Click [File Entry].
  41. Validate 'Filed Successfully' message.
  42. Click [OK].
  43. Select the 'Edit Daily Log Entry' tab.
  44. Try to edit one of those locations for the second incident to practitioner to overlap with the other.
  45. Click [Save].
  46. Click [File Entry].
  47. Validate 'The entry overlaps with an existing entry for the same practitioner and date [Start Time - End Time for the first entry].' message.
  48. Click [Close Form].
  49. Click [Yes].
Scenario 3: Incident-To Practitioner Daily Log - Validating overlapping entry for the when one location is set to "No" in the 'Is this a Telehealth Location' dictionary
Specific Setup:
  • Registry Setting:
  • The 'Enable Incident-To Practitioner' registry setting is set to 'YC'.
  • Dictionary Update:
  • Identify three locations set up for the location dictionary. Note the dictionary code/value.
  • File=Client
  • Data Element= Location
  • Extended Dictionary Data Element for 'Is this a Telehealth Location' = 'Yes' for the first location identified. Note the location.
  • Extended Dictionary Data Element for 'Is this a Telehealth Location' = 'No' for the second location identified. Note the location.
  • Extended Dictionary Data Element for 'Is this a Telehealth Location' = 'No' for the third location identified. Note the location.
  • Practitioner Enrollment:
  • Create 2-3 practitioners or edit an existing practitioner. Note the practitioner id(s) and practitioner names.
  • The 'Incident-To Practitioner' field is set to "Yes" for the practitioner identified above.
Steps
  1. Open the 'Incident-To Practitioner Daily Log' form.
  2. Select the 'Add Daily Log Entry' tab.
  3. Select the first practitioner identified in the setup section. Note the practitioner.
  4. Select the desired date to 'Date' field. Note the date.
  5. Select 'Start Time'. Note the time.
  6. Select the 'End time'. Note the time.
  7. Select first 'Location' which is set to "No" to the 'Is this a Telehealth Location'. Note the location.
  8. Click [File Entry].
  9. Validate the 'Confirm' dialogue contains 'Filed Successfully' message.
  10. Click [OK].
  11. Verify the 'Practitioner' field is set to the same practitioner selected above.
  12. Verify the 'Date' set to the date entered above.
  13. Select 'Start Time'. Note the time. Make sure the times overlap with the first entry.
  14. Select the 'End time'. Note the time. Make sure the times overlap with the first entry.
  15. Select second 'Location' which is set to "No" to the 'Is this a Telehealth Location'. Note the location.
  16. Click [File Entry].
  17. Validate the 'Confirm' dialogue contains 'Filed Successfully' message.
  18. Click [OK].
  19. Verify the 'Practitioner' field is set to the same practitioner selected above.
  20. Verify the 'Date' set to the date entered above.
  21. Select 'Start Time'. Note the time. Make sure the times overlap with the first entry.
  22. Select the 'End time'. Note the time. Make sure the times overlap with the first entry.
  23. Select third 'Location' which is set to "No" to the 'Is this a Telehealth Location'. Note the location.
  24. Click [File Entry].
  25. Validate the 'Confirm' dialogue contains 'Filed Successfully' message.
  26. Click [OK].
  27. Set the 'Practitioner' field to the second incident to practitioner identified in setup section.
  28. Verify the 'Date' set to the date entered above.
  29. Select 'Start Time'. Note the time. Make sure the times overlap with the first entry.
  30. Select the 'End time'. Note the time. Make sure the times overlap with the first entry.
  31. Select third 'Location' which is set to "No" to the 'Is this a Telehealth Location'. Note the location.
  32. Click [File Entry].
  33. Validate 'Filed Successfully' message.
  34. Click [OK].
  35. Set the 'Practitioner' field to the second incident to practitioner identified in setup section.
  36. Verify the 'Date' set to the date entered above.
  37. Select 'Start Time'. Note the time. Make sure the time does not overlap with the first entry.
  38. Select the 'End time'. Note the time. Make sure the time does not overlap with the first entry.
  39. Select third 'Location' which is set to "No" to the 'Is this a Telehealth Location'. Note the location.
  40. Click [File Entry].
  41. Validate 'Filed Successfully' message.
  42. Click [OK].
  43. Select the 'Edit Daily Log Entry' tab.
  44. Try to edit one of those locations for the second incident to practitioner to overlap with the other.
  45. Click [Save].
  46. Click [File Entry].
  47. Validate the 'Confirm' dialogue contains 'Filed Successfully' message.
  48. Click [Close Form].
  49. Click [Yes].
Scenario 4: Incident-To Practitioner Daily Log - Validating overlapping entry for a practitioner/location when 'Is this a Telehealth Location' dictionary contains ‘Yes’ for one location, and ‘No for other locations
Specific Setup:
  • Registry Setting:
  • The 'Enable Incident-To Practitioner' registry setting is set to 'YC'.
  • Dictionary Update:
  • Identify three locations set up for the location dictionary. Note the dictionary code/value.
  • File=Client
  • Data Element= Location
  • Extended Dictionary Data Element for 'Is this a Telehealth location' ='Yes' for the first location identified. Note the location.
  • Extended Dictionary Data Element for 'Is this a Telehealth Location' = 'No' for the second location identified. Note the location.
  • Extended Dictionary Data Element for 'Is this a Telehealth Location' = 'No' for the second location identified. Note the location.
  • Practitioner Enrollment:
  • Create 2-3 practitioners or edit an existing practitioner. Note the practitioner id and practitioner name.
  • The 'Incident-To Practitioner' field is set to "Yes" for the practitioner identified above.
Steps
  1. Open the 'Incident-To Practitioner Daily Log' form.
  2. Select the 'Add Daily Log Entry' tab.
  3. Select the first practitioner identified in the setup section. Note the practitioner.
  4. Select the desired date to 'Date' field. Note the date.
  5. Select 'Start Time'. Note the time.
  6. Select the 'End time'. Note the time.
  7. Select first 'Location'. Note the location.
  8. Click [File Entry].
  9. Validate the 'Confirm' dialogue contains 'Filed Successfully' message.
  10. Click [OK].
  11. Verify the 'Practitioner' field is set to the same practitioner selected above.
  12. Verify the 'Date' set to the date entered above.
  13. Select 'Start Time'. Note the time. Make sure the times overlap with the first entry.
  14. Select the 'End time'. Note the time. Make sure the times overlap with the first entry.
  15. Select second 'Location'. Note the location.
  16. Click [File Entry].
  17. Validate the 'Confirm' dialogue contains 'Filed Successfully' message.
  18. Click [OK].
  19. Verify the 'Practitioner' field is set to the same practitioner selected above.
  20. Verify the 'Date' set to the date entered above.
  21. Select 'Start Time'. Note the time. Make sure the times overlap with the first entry.
  22. Select the 'End time'. Note the time. Make sure the times overlap with the first entry.
  23. Select third 'Location'. Note the location.
  24. Click [File Entry].
  25. Validate the 'Confirm' dialogue contains 'Filed Successfully' message.
  26. Click [OK].
  27. Select the 'Edit Daily Log Entry' tab.
  28. Try to edit one of those locations for the first incident to practitioner to overlap the second location with the third location.
  29. Click [Save].
  30. Click [File Entry].
  31. Validate 'The entry overlaps with an existing entry for the same practitioner and date [Start Time - End Time for the first entry].' message.
  32. Click [OK].
  33. Click [Close Form].
  34. Click [Yes].
Topics
• Incident-To-Practitioner Daily Log • NX
AV-80195 Summary | Details
Incident-To Practitioner Daily Log - Edit Daily Log Entry section
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
  • App Dashboard
  • Dictionary Update (PM)
  • Incident-To Practitioner Daily Log
  • Practitioner Enrollment
  • Registry Settings (PM)
  • Crystal Report Viewer
Scenario 1: Incident-To Practitioner Daily Log - Validating overlapping entry for practitioner when a location = "Yes" in 'Is this a Telehealth Location' extended dictionary.
Specific Setup:
  • Registry Setting:
  • The 'Enable Incident-To Practitioner' registry setting is set to 'YC'.
  • Dictionary Update:
  • Identify at least three locations set up for the location dictionary. Note the dictionary code/value.
  • File=Client
  • Data Element= Location
  • Extended Dictionary Data Element for 'Is this a Telehealth Location' = Yes for one of the location identified. Note the location.
  • Extended Dictionary Data Element for 'Is this a Telehealth Location' = No for the second location identified. Note the location.
  • Practitioner Enrollment:
  • A practitioner is created, or an existing practitioner is updated. Note the practitioner id and practitioner name.
  • The 'Incident-To Practitioner' field is set to "Yes" for the practitioner identified above.
Steps
  1. Open the 'Incident-To Practitioner Daily Log' form.
  2. Select the 'Add Daily Log Entry' tab.
  3. Select the practitioner identified in the setup section. Note the practitioner.
  4. Select the desired date to 'Date' field. Note the date.
  5. Select 'Start Time'. Note the time.
  6. Select the 'End time'. Note the time.
  7. Select desired 'Location' which is set to "Yes" to the 'Is this a Telehealth Location'. Note the location.
  8. Click [File Entry].
  9. Validate the 'Confirm' dialogue contains 'Filed Successfully' message.
  10. Click [OK].
  11. Verify the 'Practitioner' field is set to the practitioner selected above.
  12. Verify the 'Date' set to the date entered above.
  13. Select 'Start Time'. Note the time. Make sure the times overlap with the first entry.
  14. Select the 'End time'. Note the time. Make sure the times overlap with the first entry.
  15. Select desired 'Location' which is set to "No" to the 'Is this a Telehealth Location'. Note the location.
  16. Click [File Entry].
  17. Validate the 'Confirm' dialogue contains 'Filed Successfully' message.
  18. Click [OK].
Scenario 2: Incident-To Practitioner Daily Log - Validating overlapping entry a practitioner/date when all the locations are set to "No" in 'Is this a Telehealth Location' dictionary
Specific Setup:
  • Registry Setting:
  • The 'Enable Incident-To Practitioner' registry setting is set to 'YC'.
  • Dictionary Update:
  • Identify three locations set up for the location dictionary. Note the dictionary code/value.
  • File=Client
  • Data Element= Location
  • Extended Dictionary Data Element for 'Is this a Telehealth Location' = 'No' for all three locations. Note the locations.
  • Practitioner Enrollment:
  • Create 2-3 practitioners or edit existing practitioners. Note the practitioner's id(s) and names.
  • The 'Incident-To Practitioner' field is set to "Yes" for the practitioner identified above.
Steps
  1. Open the 'Incident-To Practitioner Daily Log' form.
  2. Select the 'Add Daily Log Entry' tab.
  3. Select the first practitioner identified in the setup section. Note the practitioner.
  4. Select the desired date to 'Date' field. Note the date.
  5. Select 'Start Time'. Note the time.
  6. Select the 'End time'. Note the time.
  7. Select desired 'Location' which is set to "No" to the 'Is this a Telehealth Location'. Note the location.
  8. Click [File Entry].
  9. Validate the 'Confirm' dialogue contains 'Filed Successfully' message.
  10. Click [OK].
  11. Verify the 'Practitioner' field is set to the same practitioner selected above.
  12. Verify the 'Date' set to the date entered above.
  13. Select 'Start Time'. Note the time. Make sure the times overlap with the first entry.
  14. Select the 'End time'. Note the time. Make sure the times overlap with the first entry.
  15. Select second 'Location' which is set to "No" to the 'Is this a Telehealth Location'. Note the location.
  16. Click [File Entry].
  17. Validate 'The entry overlaps with an existing entry for the same practitioner and date [Start Time - End Time for the first entry].' message.
  18. Click [OK].
  19. Verify the 'Practitioner' field is set to the same practitioner selected above.
  20. Verify the 'Date' set to the date entered above.
  21. Select 'Start Time'. Note the time. Make sure the times overlap with the first entry.
  22. Select the 'End time'. Note the time. Make sure the times overlap with the first entry.
  23. Select third 'Location' which is set to "No" to the 'Is this a Telehealth Location'. Note the location.
  24. Click [File Entry].
  25. Validate 'The entry overlaps with an existing entry for the same practitioner and date [Start Time - End Time for the first entry].' message.
  26. Click [OK].
  27. Set the 'Practitioner' field to the second incident to practitioner identified in setup section.
  28. Verify the 'Date' set to the date entered above.
  29. Select 'Start Time'. Note the time. Make sure the times overlap with the first entry.
  30. Select the 'End time'. Note the time. Make sure the times overlap with the first entry.
  31. Select third 'Location' which is set to "No" to the 'Is this a Telehealth Location'. Note the location.
  32. Click [File Entry].
  33. Validate 'Filed Successfully' message.
  34. Click [OK].
  35. Set the 'Practitioner' field to the second incident to practitioner identified in setup section.
  36. Verify the 'Date' set to the date entered above.
  37. Select 'Start Time'. Note the time. Make sure the time does not overlap with the first entry.
  38. Select the 'End time'. Note the time. Make sure the time does not overlap with the first entry.
  39. Select third 'Location' which is set to "No" to the 'Is this a Telehealth Location'. Note the location.
  40. Click [File Entry].
  41. Validate 'Filed Successfully' message.
  42. Click [OK].
  43. Select the 'Edit Daily Log Entry' tab.
  44. Try to edit one of those locations for the second incident to practitioner to overlap with the other.
  45. Click [Save].
  46. Click [File Entry].
  47. Validate 'The entry overlaps with an existing entry for the same practitioner and date [Start Time - End Time for the first entry].' message.
  48. Click [Close Form].
  49. Click [Yes].
Scenario 3: Incident-To Practitioner Daily Log - Validating overlapping entry for the when one location is set to "No" in the 'Is this a Telehealth Location' dictionary
Specific Setup:
  • Registry Setting:
  • The 'Enable Incident-To Practitioner' registry setting is set to 'YC'.
  • Dictionary Update:
  • Identify three locations set up for the location dictionary. Note the dictionary code/value.
  • File=Client
  • Data Element= Location
  • Extended Dictionary Data Element for 'Is this a Telehealth Location' = 'Yes' for the first location identified. Note the location.
  • Extended Dictionary Data Element for 'Is this a Telehealth Location' = 'No' for the second location identified. Note the location.
  • Extended Dictionary Data Element for 'Is this a Telehealth Location' = 'No' for the third location identified. Note the location.
  • Practitioner Enrollment:
  • Create 2-3 practitioners or edit an existing practitioner. Note the practitioner id(s) and practitioner names.
  • The 'Incident-To Practitioner' field is set to "Yes" for the practitioner identified above.
Steps
  1. Open the 'Incident-To Practitioner Daily Log' form.
  2. Select the 'Add Daily Log Entry' tab.
  3. Select the first practitioner identified in the setup section. Note the practitioner.
  4. Select the desired date to 'Date' field. Note the date.
  5. Select 'Start Time'. Note the time.
  6. Select the 'End time'. Note the time.
  7. Select first 'Location' which is set to "No" to the 'Is this a Telehealth Location'. Note the location.
  8. Click [File Entry].
  9. Validate the 'Confirm' dialogue contains 'Filed Successfully' message.
  10. Click [OK].
  11. Verify the 'Practitioner' field is set to the same practitioner selected above.
  12. Verify the 'Date' set to the date entered above.
  13. Select 'Start Time'. Note the time. Make sure the times overlap with the first entry.
  14. Select the 'End time'. Note the time. Make sure the times overlap with the first entry.
  15. Select second 'Location' which is set to "No" to the 'Is this a Telehealth Location'. Note the location.
  16. Click [File Entry].
  17. Validate the 'Confirm' dialogue contains 'Filed Successfully' message.
  18. Click [OK].
  19. Verify the 'Practitioner' field is set to the same practitioner selected above.
  20. Verify the 'Date' set to the date entered above.
  21. Select 'Start Time'. Note the time. Make sure the times overlap with the first entry.
  22. Select the 'End time'. Note the time. Make sure the times overlap with the first entry.
  23. Select third 'Location' which is set to "No" to the 'Is this a Telehealth Location'. Note the location.
  24. Click [File Entry].
  25. Validate the 'Confirm' dialogue contains 'Filed Successfully' message.
  26. Click [OK].
  27. Set the 'Practitioner' field to the second incident to practitioner identified in setup section.
  28. Verify the 'Date' set to the date entered above.
  29. Select 'Start Time'. Note the time. Make sure the times overlap with the first entry.
  30. Select the 'End time'. Note the time. Make sure the times overlap with the first entry.
  31. Select third 'Location' which is set to "No" to the 'Is this a Telehealth Location'. Note the location.
  32. Click [File Entry].
  33. Validate 'Filed Successfully' message.
  34. Click [OK].
  35. Set the 'Practitioner' field to the second incident to practitioner identified in setup section.
  36. Verify the 'Date' set to the date entered above.
  37. Select 'Start Time'. Note the time. Make sure the time does not overlap with the first entry.
  38. Select the 'End time'. Note the time. Make sure the time does not overlap with the first entry.
  39. Select third 'Location' which is set to "No" to the 'Is this a Telehealth Location'. Note the location.
  40. Click [File Entry].
  41. Validate 'Filed Successfully' message.
  42. Click [OK].
  43. Select the 'Edit Daily Log Entry' tab.
  44. Try to edit one of those locations for the second incident to practitioner to overlap with the other.
  45. Click [Save].
  46. Click [File Entry].
  47. Validate the 'Confirm' dialogue contains 'Filed Successfully' message.
  48. Click [Close Form].
  49. Click [Yes].
Scenario 4: Incident-To Practitioner Daily Log - Validating overlapping entry for a practitioner/location when 'Is this a Telehealth Location' dictionary contains ‘Yes’ for one location, and ‘No for other locations
Specific Setup:
  • Registry Setting:
  • The 'Enable Incident-To Practitioner' registry setting is set to 'YC'.
  • Dictionary Update:
  • Identify three locations set up for the location dictionary. Note the dictionary code/value.
  • File=Client
  • Data Element= Location
  • Extended Dictionary Data Element for 'Is this a Telehealth location' ='Yes' for the first location identified. Note the location.
  • Extended Dictionary Data Element for 'Is this a Telehealth Location' = 'No' for the second location identified. Note the location.
  • Extended Dictionary Data Element for 'Is this a Telehealth Location' = 'No' for the second location identified. Note the location.
  • Practitioner Enrollment:
  • Create 2-3 practitioners or edit an existing practitioner. Note the practitioner id and practitioner name.
  • The 'Incident-To Practitioner' field is set to "Yes" for the practitioner identified above.
Steps
  1. Open the 'Incident-To Practitioner Daily Log' form.
  2. Select the 'Add Daily Log Entry' tab.
  3. Select the first practitioner identified in the setup section. Note the practitioner.
  4. Select the desired date to 'Date' field. Note the date.
  5. Select 'Start Time'. Note the time.
  6. Select the 'End time'. Note the time.
  7. Select first 'Location'. Note the location.
  8. Click [File Entry].
  9. Validate the 'Confirm' dialogue contains 'Filed Successfully' message.
  10. Click [OK].
  11. Verify the 'Practitioner' field is set to the same practitioner selected above.
  12. Verify the 'Date' set to the date entered above.
  13. Select 'Start Time'. Note the time. Make sure the times overlap with the first entry.
  14. Select the 'End time'. Note the time. Make sure the times overlap with the first entry.
  15. Select second 'Location'. Note the location.
  16. Click [File Entry].
  17. Validate the 'Confirm' dialogue contains 'Filed Successfully' message.
  18. Click [OK].
  19. Verify the 'Practitioner' field is set to the same practitioner selected above.
  20. Verify the 'Date' set to the date entered above.
  21. Select 'Start Time'. Note the time. Make sure the times overlap with the first entry.
  22. Select the 'End time'. Note the time. Make sure the times overlap with the first entry.
  23. Select third 'Location'. Note the location.
  24. Click [File Entry].
  25. Validate the 'Confirm' dialogue contains 'Filed Successfully' message.
  26. Click [OK].
  27. Select the 'Edit Daily Log Entry' tab.
  28. Try to edit one of those locations for the first incident to practitioner to overlap the second location with the third location.
  29. Click [Save].
  30. Click [File Entry].
  31. Validate 'The entry overlaps with an existing entry for the same practitioner and date [Start Time - End Time for the first entry].' message.
  32. Click [OK].
  33. Click [Close Form].
  34. Click [Yes].
Topics
• Incident-To-Practitioner Daily Log • NX